See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,572 | $101,618-60.1% | $93,063-56.4% | $137,256-70.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.62% | 223.95%-207.3pp | 34.15%-17.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,373 | $2,707+24.6% | $2,476+36.2% | $4,156-18.8% |
| Participant deferral / active EE | $6,037 | $4,279+41.1% | $3,958+52.5% | $6,407-5.8% |
| Admin fee / account holder | $1,409 | $6,198-77.3% | $6,033-76.6% | $12,270-88.5% |